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(SaaS) Designing Sylostem: A Smart Dashboard for Freelancers

Onifade

Onifade Ifeoluwa

Sylostem Building Smart Solutions For Smarter Freelancers......

🧩 Overview

Sylostem is an all-in-one client management dashboard designed for freelancers and agencies. It helps users manage client data, track projects, monitor payments, and automate communication from a sleek and intuitive dashboard. The goal was to reduce administrative overhead and let creatives focus more on delivering high-value work.

🧠 Problem

Freelancers and small agencies often juggle multiple tools email, spreadsheets, CRMs, and chat apps, to manage clients and projects. This results in:
Fragmented client communication
Missed deadlines or payment follow-ups
Time wasted on admin tasks
Poor client experience due to a lack of structure
There was a clear need for a centralized platform tailored to the freelance workflow.

🎯 Goals

Design a user-friendly dashboard tailored for freelancers/agencies
Simplify client onboarding, project tracking, invoicing, and messaging
Enable automation without steep learning curves
Support multi-client, multi-project workflows
Make it mobile-responsive for freelancers on the go

👤 Target Users

Freelancers (designers, developers, marketers, writers, etc.)
Small creative agencies with 2–10 team members
Consultants or independent professionals managing multiple clients

🔍 Research & Insights

User Interviews: We interviewed 10 freelancers and 3 agency leads. Common feedback included:
“I use 4–5 tools just to track one project.”
“I forget to send invoices or follow up sometimes.”
“Clients send feedback via WhatsApp, Email, and Docs – it's chaotic.”
Competitor Analysis: Compared tools like Honeybook, Bonsai, Trello, and Notion. While powerful, most were either too complex or not designed with freelancers in mind.

🧱 Key Features

Client & Freelancer CRM
Store client contact info, notes, contracts, and past work
C
Project Tracker
Kanban board & calendar view
Deadlines, task assignments, and status updates
Invoicing & Payments
Generate invoices
Track payments, due dates, and payment status
Smart Messaging Hub
Centralized communication tied to specific clients/projects
Optional email/WhatsApp integration
Analytics Dashboard
Project progress, time tracking, revenue overview

🖌️ Design Process

1. Information Architecture & User Flow: Mapped out core journeys:
Create New Client → Add Project → Assign Tasks → Send Invoice
View Project Timeline → Message Client → Mark Project Complete
2. Wireframing: Low-fidelity wireframes in Figma helped validate layout and task flows quickly.
3. High-Fidelity Design: Created a clean, modern interface with a neutral dark/light toggle. Key design choices included:
Sticky side nav for quick access
Tabs within projects for Tasks, Files, Messages, and Invoices
Micro-interactions to make UI feel responsive and smart
4. Responsive Design: Ensured mobile-friendliness using a flexible 12-column grid and progressive disclosure on smaller screens.

🎨 Visual Style

Typography: Clash display & Montserrat for readability and clarity
Color Palette: Calm blues & off-whites for trust and focus
Iconography: Simple, intuitive icon set for quick navigation
Design System: Built a reusable component library for faster iteration

🧪 Usability Testing

Ran 2 usability test sessions with freelancers. Key improvements made:
Added “Quick Add” buttons for clients/tasks from anywhere
Introduced project templates to reduce setup time
Improved invoice editing UX after feedback on field alignment

📈 Outcome

90% of testers said they’d switch from their current tool stack
Users loved the centralized messaging feature the most
Reduced project setup time by ~40% during testing
Clear potential to integrate payments via Stripe & email sync

💡 Final Thoughts

Sylostem is more than a tool; it’s a workflow optimizer for freelancers. Designing for this audience meant balancing simplicity with flexibility. By focusing on real-world freelance pain points, Sylostem streamlines the chaotic backend of creative work into a calm, intuitive space.
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Posted Jun 22, 2025

Designed Sylostem, a client management dashboard for freelancers. (SaaS Project)